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Wisdomtree Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Wisdomtree Tr (NTSE) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 63k 28.29
2023-09-30 $543k 21k 25.77
2023-06-30 $372k 13k 27.88
2023-03-31 $357k 13k 28.06

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Ishares Tr Core Msci Eafe (IEFA)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
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View all positions for LPL Financial

Top funds holding Wisdomtree Tr

Halbert Hargrove Global Advisors
Resources Investment Advisors
Wealthcare Advisory Partners
LPL Financial
Professional Financial Advisors
Vista Private Wealth Partners
Jane Street
Drive Wealth Management
Commonwealth Equity Services
AQR Capital Management
Advisor Group Holdings
Cardiff Park Advisors
FMR

View all funds holding Wisdomtree Tr